LQDI ISHARES U S ETF TR
FollowINFLATION HEDG (fund)
23 managers (23 13F filers) reported a position in LQDI shares at 2025-06-30, 2,535,806 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 23
- 13F filers
- 23
- New
- 5
- Added
- 12
- Reduced
- 3
- Sold out
- 2
- Shares held by filers
- 2,535,806
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2025
Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| SimpliFi, Inc. | 1,447,931 | $38.1M | 16.8% | +10,497 | 13F-HRTimeline |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 250,019 | $6.58M | <0.01% | +28,081 | 13F-HRTimelineGroup |
| MML INVESTORS SERVICES, LLC | 249,911 | $6.58M | 0.02% | +35,028 | 13F-HRTimeline |
| LPL Financial LLC | 246,056 | $6.48M | <0.01% | -69,625 | 13F-HRTimeline |
| AVANTAX ADVISORY SERVICES, INC. | 107,303 | $2.83M | 0.02% | +7,091 | 13F-HRTimeline |
| Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC | 44,697 | $1.18M | 0.01% | new | 13F-HRTimelineGroup |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 41,783 | $1.1M | <0.01% | +22,194 | 13F-HRTimelineGroup |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 39,239 | $1.03M | <0.01% | +1,608 | 13F-HRTimelineGroup |
| Cambridge Investment Research Advisors,… | 37,523 | $988K | <0.01% | +3,593 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 17,938 | $472K | <0.01% | new | 13F-HRTimelineGroup |
| Ameritas Advisory Services, LLCin group Ameritas Investment Partners,… | 12,066 | $318K | 0.02% | +3,570 | 13F-HRTimelineGroup |
| Cetera Investment Advisers | 9,248 | $243K | <0.01% | -550 | 13F-HRTimeline |
| ABLE Financial Group, LLC | 8,810 | $232K | 0.06% | 0 | 13F-HRTimeline |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 6,247 | $164K | <0.01% | +19 | 13F-HRTimelineGroup |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 5,369 | $141K | <0.01% | new | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 5,046 | $133K | <0.01% | +4,254 | 13F-HR/ATimelineGroup |
| HARBOUR INVESTMENTS, INC. | 3,725 | $98.1K | <0.01% | -830 | 13F-HRTimeline |
| NewEdge Advisors, LLC | 2,786 | $73.4K | <0.01% | +32 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 83 | $2.19K | <0.01% | new | 13F-HRTimelineGroup |
| IFP Advisors, Inc | 24 | $632 | <0.01% | 0 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $46 | <0.01% | new | 13F-HRTimelineGroup |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 1 | $18 | <0.01% | +1 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |